Senior Premium Financing Associate

A company is looking for a Senior Quote Account Executive. Key Responsibilities Develop and maintain strong client relationships while overseeing premium financing transactions Conduct risk assessments and due diligence on financing deals, ensuring compliance with regulations Prepare documentation and perform financial analysis to evaluate the viability of premium financing deals Required Qualifications Bachelor's degree in Finance, Business Administration, or a related field with 2 years of related experience, or an advanced degree without experience Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certification preferred Experience with premium financing products and financial analysis Knowledge of risk assessment and industry regulations Ability to develop and implement strategic plans

Jun 17, 2025 - 23:20

A company is looking for a Senior Quote Account Executive. Key Responsibilities Develop and maintain strong client relationships while overseeing premium financing transactions Conduct risk assessments and due diligence on financing deals, ensuring compliance with regulations Prepare documentation and perform financial analysis to evaluate the viability of premium financing deals Required Qualifications Bachelor's degree in Finance, Business Administration, or a related field with 2 years of related experience, or an advanced degree without experience Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certification preferred Experience with premium financing products and financial analysis Knowledge of risk assessment and industry regulations Ability to develop and implement strategic plans